Estate
​Planning

The Asset Protection Strategy is designed for those who wish to more fully protect themselves and their family’s future inheritance.  It is for those who have worked hard to create wealth, even if most of that wealth is in their home.  It is specifically designed for those who wish to ensure that the wealth they have created is protected as fully as possible now and for the generations to come.

The Strategy uses a tried & tested combination of Wills, Trusts and Powers of Attorney to cover the most common threats to the asset base that most of us hold these days – our home, savings, investments, life assurance, pension plans & death in service benefits.

• Last Wills and Testaments
• Powers of Attorney
• Family Trusts to hold your property and assets when you pass away
• Trusts to receive your life assurance, pension & death-in-service benefits when you pass away​

• Storage of all relevant documentation
• In the process, you will appoint legal Guardians for your children under 18 and Trustees to help manage your affairs after you have gone​

• ​Access to professional Executors & Trustees and valuable future help with Probate and Estate Administration can be secured

CALL  02890869966

For a Quotation